Jul 01, 2024
The primary investment objective of the Fund is to achieve long-term capital appreciation.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Multi Cap Fund (G) | 7.52 | 17.92 | 43.87 | 21.87 |
| Benchmark - S&P BSE 200 | 5.42 | 0.04 | 5.82 | 4.49 |
| Category Average - BEST EQUITY PERFORMERS | 8.79 | 21.19 | 48.26 | 23.59 |
| Category Rank | 3/1 | 5/1 | 6/1 | 5/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| LIC MF Multi Cap Fund - Regular (IDCW) | 16.4346 | 1.39 | 50.45 | 0.00 | 0.00 | 1,051.51 | 0.00 | 5,000.00 | invest |
| LIC MF Multi Cap Fund - Regular (G) | 16.4346 | 1.39 | 50.45 | 0.00 | 0.00 | 1,051.51 | 0.00 | 5,000.00 | invest |
| Invesco India Multicap Fund (G) | 125.4900 | 1.28 | 46.19 | 20.06 | 21.69 | 3,359.12 | 0.00 | 1,000.00 | invest |
| Invesco India Multicap Fund (IDCW) | 113.7800 | 1.26 | 46.19 | 20.06 | 21.69 | 3,359.12 | 0.00 | 1,000.00 | invest |
| ITI Multi Cap Fund (G) | 24.0400 | 0.64 | 54.41 | 19.47 | 17.96 | 1,176.94 | 2.14 | 1,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Reliance Industr | May 31, 2024 | 153.93 | 6.00 | 21.11 |
|
| Equity-HDFC Bank | May 31, 2024 | 104.49 | 4.07 | 0.75 |
|
| Equity-Axis Bank | May 31, 2024 | 85.31 | 3.32 | -0.32 |
|
| Equity-Power Fin.Corpn. | May 31, 2024 | 83.22 | 3.24 | -2.80 |
|
| Reverse Repo-TREPS | May 31, 2024 | 81.29 | 3.17 | 13.98 |
|
| Equity-KSB | May 31, 2024 | 79.94 | 3.11 | -3.10 |
|
| Indian Mutual Funds-Sundaram Liquid Fund - Direct | May 31, 2024 | 75.77 | 2.95 | 0.61 |
|
| Equity-Indian Bank | May 31, 2024 | 73.14 | 2.85 | 5.42 |
|
| Equity-NTPC | May 31, 2024 | 70.19 | 2.73 | -1.16 |
|
| Equity-Brigade Enterpr. | May 31, 2024 | 69.24 | 2.70 | 24.27 |
|
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 05 June 2024 as the record date for the ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Multi Cap Fund (G) |
| Contact Persone | : | Sudhir Kedia |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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